Let's move forward. Together.

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Our Team

EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Founded by William Greco, Managing Director, Robert E. Lane, Executive Director-Wealth Management; and Doug Bonaquist, Executive Director; EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm. We provide a fully integrated, ongoing, proactive financial counseling relationship.

During our planning engagement, we'll review how your company provided benefits can be used most effectively, and evaluate how your equity compensation fits into your overall financial plan. We'll take the time to fully understand your family, business and personal priorities, and make certain that your risk management, personal estate planning, liabilities, and personal wealth management all reflect those priorities. Our Nationwide team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of our firm to provide a uniquely tailored comprehensive advisory relationship, and enable us to become your valued partners. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view, and give you that most highly sought after financial goal: peace of mind.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Greco Profile Photo

    William Greco

    Managing Director–Wealth Management

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    • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron’s Top 50 Private Wealth Advisory Teams, 2019The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes/SHOOK Top 100 Wealth Advisors, 2016The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 

        One State Street
        Suite 1600
        Hartford, CT 06103
      • Robert Lane Profile Photo

        Robert E. Lane, CPWA

        Executive Director

        Branch Manager

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              8 Southwoods Blvd
              Suite 207
              Albany, NY 12211
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              Andrew Noone, CFA

              Senior Vice President–Wealth Management

              Chartered Financial Analyst®

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                • Chartered Financial Analyst®
                100 Crescent Court
                Dallas, TX 75201
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                David Folmnsbee

                Senior Vice President–Wealth Management

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                • Barron’s Top 100 Private Wealth Advisory Teams, 2022The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

                    100 Crescent Court
                    Dallas, TX 75201
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                    Jannah Devine

                    Senior Vice President–Wealth Management

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                          20 Pacifica
                          Suite 1500
                          Irvine, CA 92618
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                          James Talbot

                          Senior Vice President–Wealth Management

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                                One Northbrook Place
                                5 Revere Drive
                                Northbrook, IL 60062

                              Connecting you to the deep resources of UBS

                              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                              how we work

                              How we work

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                              What we do

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                              What's special about UBS?

                              robert lane

                              Create a better future. Together.

                              Five reasons we should have a conversation today

                              • Coordinating all areas of your financial life is a full-time job—it doesn't have to become yours
                              • Equity compensation is complex, we can help you understand it
                              • You benefit from the resources of one of the world’s largest wealth management firms
                              • With the market changing day by day, the time is now to have an experienced wealth manager on your side
                              • We want to see you achieve your goals as much as you do

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager

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